CS Consulting Group

INVESTMENT STRATEGIES

As unpleasant the task is, estate planning is a necessary life matter. Trusting your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is vital. Providing business continuity is a process we can guide you through.

The executor and trustee of a will are required to perform a number of duties. At CS Consulting Group we are experienced in estate planning and can guarantee no deviation from your succession plan for your assets.

This is how we can assist you with estate administration:

Discuss with you objectives for your estate

Confirm assets - inventories, valuations and appraisals

Grant of administration via court approval

Estate planning documentation

Protecting the assets

Paying taxes and debts

Estate distribution

INVESTMENT ADVISORY SERVICES

Wealth and Investment Management

Centrelink - including maximising entitlement to the Age Pension

SUPERANNUATION STRATEGIES

We can help with the structuring of your superannuation including SMSF establishment and advice.

Superannuation is a concessionally taxed wealth accumulation vehicle which provides a tax free income in retirement. We provide leading edge advice in relation to maximising wealth in retirement.

SELF-MANAGED SUPER FUNDS SMSFS

We help clients generate a wealth accumulation program for a secure future.

Superannuation provides individuals with a wealth accumulation vehicle which is both tax-effective and largely protected in the event of something going wrong in their business. We provide leading edge advice in relation to maximising clients' wealth in retirement.

SMSFs offer an environment to save for retirement where clients have control over their investments. However, with control comes responsibility. And with all the tax benefits available to superannuation funds, there is a high level of government regulation. We ensure all regulatory requirements are met so as to ensure that this concessionally taxed structure is not compromised.

CORPORATE SUPERANNUATION

CS Consulting Group's corporate superannuation specialists work closely with corporate clients providing a holistic advice service to both management and their employees.

We will ensure the Corporate Superannuation Fund is being managed to its full potential through an ongoing review service that incorporates education and reduced costs for employees combined with efficient processing for employers.

Please contact one of our specialists for a comprehensive review of your Corporate Superannuation Fund.

We are experts in financial accounting

CS Consulting Group of Werribee has been helping businesses like yours navigate the complex business waters with the backing of over 75 years experience.